Setting up the DATEV export

Setting up the DATEV export

With the DATEV export you hand over hours, surcharges, and absences directly to your tax advisor. Shiftdesk generates a file in DATEV format that can be imported into LODAS or Lohn & Gehalt.

Prerequisites

Before you export, everything must be configured cleanly:

  • Wage types mapped: Every wage type (base hours, night surcharge, vacation) must be assigned to a DATEV wage type. See Wage type mapping.
  • Personnel numbers maintained: Every employee needs a unique DATEV personnel number.
  • Advisor number and client number are stored under Settings → Payroll → DATEV.
  • Optional: cost centers per team or department, if your tax advisor needs them.

Starting the export

  1. Go to Reports → Payroll journal.
  2. Choose the billing month.
  3. Under Format, set the value DATEV (LODAS) or DATEV (Lohn & Gehalt).
  4. Click Export — you receive a ZIP file containing the movement-data file.
  5. Send the file to your tax advisor or upload it to DATEV Unternehmen Online.

Check before sending

  • Does the total of the hours match the analysis in the dashboard?
  • Are all employees with a personnel number included? Employees without a number are skipped and marked red in the preview.
  • Have corrections from the previous month been taken into account?
> Important: If you correct entries after the export, you must export the month again and inform your tax advisor.

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The 7 report types at a glance

Related articles

Creating a payroll journal (LODAS / Lohn & Gehalt)

The **payroll journal** is the central report for payroll. For each employee it contains all values relevant to payroll: base hours, surcharges, absences, and special payments — ready for import into DATEV.

Creating and exporting reports

With reports you analyze working hours, staff costs, and shifts. Every report follows the same scheme: **choose a type**, **set filters**, **choose a format**, **start the download**.

The 7 report types at a glance

Shiftdesk offers seven standard reports. Each has a clear purpose and a target role. The following table helps you choose.

Payroll overview for staff-cost analysis

The **payroll overview** shows you what your employees really cost. Unlike the [payroll journal](/dashboard/help/lohnjournal), it is not a billing document but a **controlling tool** for management and HR.

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Setting up the DATEV export · Knowledge base | Shiftdesk